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YZJ Shipbldg SGD
Last:3.54
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The Only Shipbuilding Blue Chip in SGX!
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blesspeggy
Senior |
06-May-2025 16:03
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【 订 单 】 2艘 ! 扬 子 江 船 业 今 年 首 单 公 布 ---FINALLY YTD 6 SHIPS ORDERS WON SO FAROriginal 龙 de船 人 龙 de船 人
 
 
2025年 05月 06日 14:304月 底 , 泰 国 宏 海 箱 运 集 团 ( Regional Container Lines, RCL) 宣 布 与 &ldquo 值 得 信 赖 的 知 名 船 厂 &rdquo 签 约 2型 4艘 新 造 船 合 同 , 包 括 2艘 11000TEU集 装 箱 船 、 2艘 4400TEU集 装 箱 船 。 据 船 舶 经 纪 MB Shipbrokers消 息 , 2艘 11000TEU集 装 箱 船 由 中 国 船 舶 集 团 旗 下 外 高 桥 造 船 建 造 , 2艘 4400TEU集 装 箱 船 则 由 扬 子 江 船 业 集 团 承 建 。 其 中 , 11000TEU集 装 箱 船 的 单 船 造 价 为 1.25亿 美 元 , 2艘 总 价 值 2.5亿 美 元 , 预 计 将 于 2027年 交 付 ; 4400TEU集 装 箱 船 的 单 船 造 价 为 5970万 美 元 , 2艘 总 价 值 1.194亿 美 元 , 预 计 将 于 2028年 交 付 。 4艘 新 船 总 价 值 3.694亿 美 元 。 据 龙 船 订 单 库 追 踪 , 宏 海 箱 运 的 箱 船 订 单 是 扬 子 江 船 业 集 团 今 年 已 公 开 的 首 份 新 造 船 合 同 。 该 船 企 上 一 次 集 中 官 宣 订 单 在 2024年 12月 2日 , 共 计 21艘 新 船 , 合 同 总 价 值 达 26.3亿 美 元 , 涵 盖 集 装 箱 船 、 散 货 船 、 油 船 等 多 个 船 型 , 包 括 6艘 17000TEU LNG双 燃 料 集 装 箱 船 、 6艘 13000TEU甲 醇 双 燃 料 集 装 箱 船 、 4艘 39000载 重 吨 MR型 油 轮 、 2艘 4300TEU集 装 箱 船 和 3艘 45000DWT散 货 船 。 其 中 , 6艘 17000TEU LNG双 燃 料 集 装 箱 船 来 自 马 士 基 、 6艘 13000TEU甲 醇 双 燃 料 集 装 箱 船 来 自 日 本 海 洋 网 联 船 务 ( ONE) 、 2艘 4300TEU集 装 箱 船 来 自 希 腊 支 线 集 装 箱 船 东 Euroseas、 3艘 45000载 重 吨 散 货 船 来 自 保 加 利 亚 船 东 Navibulgar、 4艘 39000载 重 吨 MR型 油 轮 来 自 希 腊 船 东 Evalend Shipping。   |
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Trader-101
Supreme |
06-May-2025 14:11
Yells: "Don't trust what i say, Trust your decisions. " |
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It is important to differentiate between trading and investing - do not mix the two.
This company depends on its order book to survive. As long as the order book remains intact, the business fundamentals are still sound. The AGM already confirmed that the order book is not affected. The share price has already dropped from $3.32 to the current $2.07, which is a massive correction. That should be more than enough to price in any foreseeable risks. |
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TraderBen
Supreme |
06-May-2025 13:20
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sell in may and go away.. dont need to buy so soon.. wait it go below $2.00 then SBB will kick in as well | ||||
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Shenzhun01
Senior |
06-May-2025 12:22
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Shipping Related Industries Badly Affected By Tariffs: https://www.businesstimes.com.sg/international/global/hong-kongs-freight-forwarding-industry-hit-trade-war-scmp-reports [HONG KONG] Hong Kong&rsquo s freight forwarding industry is reeling from the US-China trade war with 41 per cent of container capacity from the city to North America&rsquo s west coast cancelled for the week starting May 12, the South China Morning Post reported. Hong Kong, a global shipping hub which plays a key role in re-exporting goods, is likely to see a huge economic hit, the SCMP reported, quoting Joyce Tai, executive vice-president for worldwide partnerships at freight booking platform Freightos. Judah Levine, Freightos head of Research said that carriers were cancelling &ldquo very high levels of sailings that were scheduled from China to North America in the coming weeks,&rdquo according to the SCMP. The paper also reported Sea-Intelligence, a supply chain research company, saying 32 per cent of sailings would be cancelled in the coming two weeks. REUTERS |
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piscesmonkey
Supreme |
06-May-2025 11:21
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207 look good been support
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kt3152
Supreme |
06-May-2025 11:18
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Bro, if can close 208 or higher you still got hope... I withdraw my Q at 210 this morning...still watching....
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BinderyT
Elite |
06-May-2025 11:08
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After every xD, the kateks will come and feast.   They are as predictable as shit and you want to swing trade against them.
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piscesmonkey
Supreme |
06-May-2025 10:52
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Hmm this level SBB eill start soon
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Stocky901
Supreme |
06-May-2025 10:12
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Wait for trump to cow down to Xi first, 💰 💰 will come in easily.. ✌ ️
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kt3152
Supreme |
06-May-2025 10:12
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207 cover gap. Can bounce from there?.... | ||||
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piscesmonkey
Supreme |
06-May-2025 10:10
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Look like i need hold longer liao hopefully 208 support and rebound
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AhTan888
Senior |
06-May-2025 10:08
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Managed to get some at 2.08. but I dun think it can hit 2.2 this week
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BinderyT
Elite |
06-May-2025 09:45
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sigh. 12 cents xD.
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dontbetray
Master |
06-May-2025 09:43
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didnt it happen from 2.20ish to current state?
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piscesmonkey
Supreme |
06-May-2025 09:30
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Once 2.1 support we will see go up liao
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BinderyT
Elite |
06-May-2025 09:28
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If there is even an ounce of truth in what you say, the sell off would have already happened after the AGM. Given the current tariff uncertainties, almost every affected company has highlighted this issue, called down forecasts or pulled down guidance altogether.   Yet, you chose to misrepresent this as a YZJ specific problem.   Which is ironically given that its business is full for next couple of years. So either you are not very bright or just trolling.
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Shenzhun01
Senior |
06-May-2025 09:25
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Think this is tentatively trending down for now... | ||||
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piscesmonkey
Supreme |
06-May-2025 09:11
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Bought 20llts more at 2.1 hopwfully today 2.2
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piscesmonkey
Supreme |
06-May-2025 09:10
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2.20 today? | ||||
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dontbetray
Master |
06-May-2025 09:07
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A. Meaning status quo   B answer mean market uncertainty mean sell off.    C busy due to existing contract Where is surplus
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